Sterling Group Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 873 shares of VB stock, worth $224,998. This represents 0.11% of its overall portfolio holdings.
Number of Shares
873
Previous 1,084
19.46%
Holding current value
$224,998
Previous $236,000
12.29%
% of portfolio
0.11%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio